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Floyd Financial Group’s Uber UBER Stock Holding History

Floyd Financial Group’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.32M Sell
18,474
-2,024
-10% -$148K 0.82% 31
2026
Q2 		$1.48M Sell
20,498
-550
-3% -$40.3K 0.96% 28
2026
Q1 		$1.63M Buy
21,048
+361
+2% +$27.8K 1.08% 28
2025
Q4 		$1.53M Buy
20,687
+801
+4% +$72.1K 1.03% 28
2025
Q3 		$1.87M Buy
19,886
+325
+2% +$30.4K 1.39% 24
2025
Q2 		$1.83M Buy
19,561
+10,280
+111% +$846K 1.69% 19
2025
Q1 		$676K Buy
+9,281
New +$669K 0.61% 40

Other funds holding UBER

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Floyd Financial Group's UBER Position: Q3 2026 in Review

Floyd Financial Group reduced its Uber (UBER) stake by 9.9% in Q3 2026, selling an estimated $148K and leaving 18,474 shares worth $1.32M. The position accounts for 0.82% of the portfolio, ranked #31.

Floyd Financial Group first reported a position in UBER in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.87M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Floyd Financial Group held 18,474 shares of Uber worth $1.32M as of Q3 2026.
  • Floyd Financial Group sold 2,024 Uber shares in Q3 2026, an estimated $148K.
  • Uber made up 0.82% of Floyd Financial Group's portfolio in Q3 2026, its #31 holding.
  • Floyd Financial Group first reported a position in Uber in Q1 2025 and has held it in 7 quarters since.
  • Floyd Financial Group's Uber position peaked at $1.87M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Floyd Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.